YHB Investment Advisors

Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XOM, ECL, AAPL, GOOG, ORCL. These five stock positions account for 14.66% of YHB Investment Advisors's total stock portfolio.
  • Added to shares of these 10 stocks: USB, APC, AGN, ORCL, CERN, CTSH, PEP, Vanguard S&p 500 Etf idx fd, PRU, UNP.
  • Started 6 new stock positions in HIBB, Vanguard S&p 500 Etf idx fd, CERN, TSCO, PRU, FSLR.
  • Reduced shares in these 10 stocks: EMC, XOM, JNJ, ABB, IBM, PG, GE, WRB, CSCO, WMT.
  • Sold out of its positions in ABB.
  • As of Dec. 31, 2013, YHB Investment Advisors has $372.62M in assets under management (AUM). Assets under management grew from a total value of $338.01M to $372.62M.
  • Independent of market fluctuations, YHB Investment Advisors was a net buyer by $3.09M worth of stocks in the most recent quarter.

YHB Investment Advisors portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
XOM Exxon Mobil Corporation 3.49 -4.00% 128419 101.20 100.42
ECL Ecolab 3.32 118821 104.27 107.79
AAPL Apple 2.63 17474 561.00 524.94
GOOG Google 2.63 8730 1120.73 536.10
ORCL Oracle Corporation 2.59 +4.00% 251989 38.26 40.08
PEP Pepsi 2.50 +3.00% 112149 82.94 85.55
TMO Thermo Fisher Scientific 2.49 83292 111.36 119.30
Berkshire Hathaway Inc. Class B 2.48 77823 118.56 0.00
UTX United Technologies Corporation 2.22 +2.00% 72606 113.81 118.57
CELG Celgene Corporation 1.88 41497 168.98 141.51
MSFT Microsoft Corporation 1.83 182615 37.41 40.01
CVS CVS Caremark Corporation 1.68 87446 71.58 73.74
JNJ Johnson & Johnson 1.61 -7.00% 65529 91.59 98.96
DIS Walt Disney Company 1.60 77925 76.39 79.99
DHR Danaher Corporation 1.56 75266 77.21 72.85
PG Procter & Gamble Company 1.54 -5.00% 70433 81.41 81.76
COST Costco Wholesale Corporation 1.52 +2.00% 47489 119.02 113.50
SLB Schlumberger 1.45 60026 90.11 99.91
AON Aon Corporation 1.38 61400 83.89 82.14
NBL Noble Energy 1.38 +4.00% 75598 68.11 74.42
PX Praxair 1.31 37551 130.04 131.86
KO Coca-Cola Company 1.24 112021 41.31 40.72
CVX Chevron Corporation 1.22 36447 124.92 123.68
MCD McDonald's Corporation 1.19 45656 97.03 100.25
CLH Clean Harbors 1.19 73835 59.96 55.32
KMR Kinder Morgan Management 1.14 +2.00% 56104 75.66 74.41
ESRX Express Scripts 1.13 59882 70.24 72.29
WMT Wal-Mart Stores 1.12 -4.00% 53102 78.70 77.66
Twenty-first Century Fox 1.12 118800 35.17 0.00
APA Apache Corporation 1.11 48052 85.95 85.11
Mondelez Int 1.10 116518 35.30 0.00
NKE NIKE 1.09 51627 78.64 74.03
AMGN Amgen 1.07 +2.00% 35001 114.08 115.46
LBTYK Liberty Global 1.04 45984 84.31 38.50
CMCSK Comcast Corporation 1.02 76350 49.88 48.54
MS Morgan Stanley 0.99 117500 31.36 30.76
QCOM QUALCOMM 0.99 +2.00% 49731 74.26 81.32
Alerian Mlp Etf 0.99 -3.00% 207178 17.79 0.00
IBM International Business Machines 0.95 -10.00% 18817 187.60 190.01
Cimarex Energy 0.93 33077 104.91 0.00
UNH UnitedHealth 0.92 45532 75.31 75.78
PWR Quanta Services 0.90 106775 31.56 36.64
BMY Bristol Myers Squibb 0.89 62753 53.14 49.46
SYK Stryker Corporation 0.89 44112 75.15 78.78
YUM Yum! Brands 0.86 42288 75.60 76.34
CL Colgate-Palmolive Company 0.86 48887 65.21 66.94
CTSH Cognizant Technology Solutions 0.83 +12.00% 30537 100.99 49.55
T AT&T; 0.81 -2.00% 85697 35.16 36.04
AGN Allergan 0.81 +26.00% 27282 111.06 133.92
KFT Kraft Foods 0.79 54399 53.92 0.00
V Visa 0.77 +3.00% 12845 222.65 207.95
GE General Electric Company 0.72 -10.00% 96312 28.03 26.56
MMM 3M Company 0.71 -5.00% 18922 140.26 137.73
PFE Pfizer 0.66 -2.00% 80678 30.63 30.25
APC Anadarko Petroleum Corporation 0.63 +55.00% 29822 79.34 98.96
PCP Precision Castparts 0.62 +9.00% 8561 269.24 257.18
GILD Gilead Sciences 0.61 +8.00% 30294 75.10 70.00
PAYX Paychex 0.60 48937 45.53 40.93
UNP Union Pacific Corporation 0.60 +12.00% 13294 167.97 189.59
EMR Emerson Electric 0.60 -4.00% 31882 70.16 68.44
STZ Constellation Brands 0.59 31005 70.38 80.78
CHD Church & Dwight 0.59 33050 66.29 69.18
COH Coach 0.58 +4.00% 38759 56.14 49.48
USB U.S. Ban 0.57 +68.00% 52449 40.40 40.25
Nextera Energy 0.56 +6.00% 24301 85.63 0.00
EMC EMC Corporation 0.56 -25.00% 82209 25.16 26.62
L Loews Corporation 0.53 40900 48.24 43.95
GS Goldman Sachs 0.52 10954 177.29 157.44
DISH DISH Network 0.51 33000 57.91 59.47
LBTYA Liberty Global 0.51 -2.00% 21264 88.98 39.40
FLS Flowserve Corporation 0.51 24334 78.82 79.04
AFL AFLAC Incorporated 0.48 +2.00% 26801 66.79 63.05
MON Monsanto Company 0.46 -2.00% 14651 116.58 112.95
CME CME 0.45 21285 78.46 69.30
INTU Intuit 0.45 22213 76.31 74.03
HD Home Depot 0.43 19237 82.34 77.09
WRB W.R. Berkley Corporation 0.43 -14.00% 37050 43.40 41.39
CAT Caterpillar 0.40 16275 90.81 102.83
ISRG Intuitive Surgical 0.39 -2.00% 3738 384.16 411.99
FIS Fidelity National Information Services 0.37 25410 53.68 52.68
CSCO Cisco Systems 0.37 -16.00% 60995 22.43 23.21
SWK Stanley Black & Decker 0.37 17307 80.72 81.92
DD E.I. du Pont de Nemours & Company 0.36 +13.00% 20474 64.96 66.98
WTR Aqua America 0.36 +3.00% 57352 23.59 25.37
INTC Intel Corporation 0.34 48622 25.96 27.04
PETM PetSmart 0.33 +11.00% 16990 72.75 66.80
MORN Morningstar 0.33 +3.00% 15605 78.12 75.44
ALTR Altera Corporation 0.32 37150 32.52 34.46
VECO Veeco Instruments 0.32 -9.00% 35913 32.91 40.81
AXP American Express Company 0.31 12915 90.75 86.22
JEC Jacobs Engineering 0.31 +3.00% 18535 63.02 63.73
APH Amphenol Corporation 0.31 +3.00% 12963 89.18 94.12
FAST Fastenal Company 0.30 +9.00% 23879 47.49 50.12
CHL China Mobile 0.29 20815 52.27 46.90
Tor Dom Bk Cad 0.29 11580 94.21 0.00
LECO Lincoln Electric Holdings 0.27 +6.00% 14350 71.36 69.99
LOW Lowe's Companies 0.26 19392 49.56 46.80
NVS Novartis AG 0.25 11750 80.34 84.67
COP ConocoPhillips 0.25 -5.00% 12989 70.68 74.77
VZ Verizon Communications 0.24 18049 49.14 47.60
PBE PowerShares Dynamic Biotech &Genome; 0.24 24615 37.05 39.13
ADP Automatic Data Processing 0.19 8815 80.77 76.31
CBI Chicago Bridge & Iron Company N.V. 0.19 -5.00% 8405 83.16 86.50
MKC McCormick & Company, Incorporated 0.18 +11.00% 9470 68.95 70.98
KMP Kinder Morgan Energy Partners 0.18 +3.00% 8420 80.64 77.49
QQQQ PowerShares QQQ Trust, Series 1 0.17 +15.00% 7145 87.89 0.00
CTXS Citrix Systems 0.16 +38.00% 9487 63.24 56.00
MCK McKesson Corporation 0.16 -3.00% 3586 161.46 170.98
Abbvie 0.15 10469 52.82 0.00
MRK Merck & Co 0.14 -26.00% 10640 50.09 56.47
Transocean 0.13 -20.00% 9516 49.39 0.00
HOG Harley-Davidson 0.13 6970 69.30 66.64
NWSA News Corporation 0.13 -8.00% 26775 18.00 16.88
OXY Occidental Petroleum Corporation 0.13 +26.00% 5250 95.05 96.60
PM Philip Morris International 0.13 -3.00% 5487 87.11 83.15
UBNK United Financial Ban 0.13 25611 18.90 18.06
JPM JPMorgan Chase & Co. 0.12 -32.00% 7551 58.54 55.22
ABT Abbott Laboratories 0.12 11659 38.34 38.93
WFC Wells Fargo & Company 0.12 +2.00% 9838 45.44 48.93
BDX Becton, Dickinson and 0.12 +2.00% 4121 110.41 113.16
FNFG First Niagara Financial 0.12 40465 10.63 9.18
PIO PowerShares Global Water Portfolio 0.12 -3.00% 19850 23.12 24.12
Zoetis Inc Cl A 0.12 +103.00% 13425 32.70 0.00
KSS Kohl's Corporation 0.11 7345 56.77 54.26
NU Northeast Utilities System 0.10 -9.00% 9081 42.40 45.93
CERN Cerner Corporation 0.10 NEW 6556 55.67 54.00
WMB Williams Companies 0.10 +27.00% 9357 38.58 41.79
Rockville Financial 0.10 26948 14.21 0.00
CSX CSX Corporation 0.08 +10.00% 10995 28.74 28.15
BA Boeing Company 0.08 +2.00% 2295 136.38 127.92
PRU Prudential Financial 0.08 NEW 3100 92.26 80.92
TEX Terex Corporation 0.08 7514 42.05 42.07
TXT Textron 0.08 -15.00% 8605 36.72 39.54
UNFI United Natural Foods 0.08 4120 75.49 68.24
Vanguard S&p 500 Etf idx fd 0.08 NEW 1720 169.19 0.00
ABMD ABIOMED 0.07 -7.00% 9886 26.70 24.64
DRC Dresser-Rand 0.07 4200 59.52 59.75
Seadrill 0.07 -16.00% 5947 41.03 0.00
PBCT People's United Financial 0.06 -6.00% 15492 15.10 14.54
SO Southern Company 0.06 5823 41.04 45.12
FSLR First Solar 0.06 NEW 3965 54.73 67.32
GMCR Green Mountain Coffee Roasters 0.06 -13.00% 3075 75.45 98.38
HIBB Hibbett Sports 0.06 NEW 3475 67.05 53.06
BAC Bank of America Corporation 0.05 -16.00% 11032 15.59 16.15
TSCO Tractor Supply Company 0.05 NEW 2610 77.39 67.25
FTEK Fuel Tech 0.04 -28.00% 22475 7.07 5.60
Midway Gold 0.00 16500 0.79 0.00
PZG Paramount Gold and Silver 0.00 11600 0.95 1.12

Past 13F-HR SEC Filings for YHB Investment Advisors